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JPMorgan Chase
JPM

Overview Fund Activity

4,133 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,716 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,133
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.12%
Holding in Top 10
667
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-6.45%
% of All Funds
9.7%
New
201
Increased
1,716
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$858M
2
UBS AM
2
UBS AM
Illinois
$2.99B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.04B
5
BlackRock
5
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$7.22B
2
GA
2
Greenhaven Associates
New York
$1.52M
3
DZ Bank
3
DZ Bank
Germany
$1.87B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
CII
276
Capital International Inc
California
$105M -$4.21M -20,816 -4%
Acadian Asset Management
277
Acadian Asset Management
Massachusetts
$105M +$64.4M +318,383 +160%
CA
278
Commerzbank Aktiengesellschaft
Germany
$105M +$632K +3,125 +0.6%
LGF
279
LGT Group Foundation
Liechtenstein
$102M -$3.19M -15,764 -3%
WGAM
280
Wilkinson Global Asset Management
New York
$102M -$1.14M -5,614 -1%
C
281
Consulta
United Kingdom
$101M -$20.2M -100,000 -17%
TRSOTSOK
282
Teachers Retirement System of the State of Kentucky
Kentucky
$101M -$640K -3,166 -0.6%
CS
283
Candriam SCA
Luxembourg
$100M +$2.15M +10,613 +2%
CIC
284
Crawford Investment Counsel
Georgia
$100M -$22.7M -112,313 -18%
UB
285
UMB Bank
Missouri
$100M -$500K -2,470 -0.5%
NAM
286
Nissay Asset Management
Japan
$100M -$53.3M -263,381 -35%
Mawer Investment Management
287
Mawer Investment Management
Alberta, Canada
$98.9M -$15.5M -76,613 -14%
SC
288
Sculptor Capital
New York
$98.4M -$10.1M -50,000 -9%
SCA
289
STALEY CAPITAL ADVISERS
Pennsylvania
$97.2M -$944K -4,667 -1%
TPSF
290
Texas Permanent School Fund
Texas
$96.2M -$24.6M -121,743 -20%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$95.7M +$9.28M +45,863 +11%
URS
292
Utah Retirement Systems
Utah
$95.5M -$5.83M -28,800 -6%
BCM
293
Basswood Capital Management
New York
$95M – – –
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$94.8M -$3.48M -17,213 -4%
Federated Hermes
295
Federated Hermes
Pennsylvania
$94.3M -$32.1M -158,567 -25%
UIM
296
USS Investment Management
United Kingdom
$94.1M +$2.1M +10,395 +2%
QCM
297
QRG Capital Management
Illinois
$93.6M +$5.49M +27,160 +6%
SC
298
Sapient Capital
Indiana
$93M +$17.5M +86,623 +23%
FAFTFSNP
299
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$92.5M +$92.5M +457,314 New
PA
300
Pinnacle Associates
New York
$92.4M -$2.99M -14,784 -3%
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